BCS Private Wealth Management, Inc.
RUMSON NJ · SEC CIK 0002044001
$3.29亿2026Q1 申报市值
186持仓数
37.1%前十大占比 · 第一大 12.3%
24 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EAGL 加仓+$982.71万
LQD 加仓+$288.41万
MSFT 加仓+$240.17万
LUCK 新建仓+$180.07万
GOOGL 加仓+$174.87万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$46.83万
WAY 清仓-$45.72万
XYZ 清仓-$41.27万
AGX 重新持有-$38.13万
FISV 清仓-$35.94万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | $4,053.79万 | 12.32% | 1,332,608 | 323,048 | 32.0% | $982.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,241.22万 | 3.77% | 25,902 | 2,879 | 12.5% | $137.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,192.50万 | 3.62% | 32,215 | 6,488 | 25.2% | $240.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,148.31万 | 3.49% | 39,037 | 2,647 | 7.3% | $77.86万 | 加仓 |
| LQD | ISHARES TR | $929.05万 | 2.82% | 85,242 | 26,462 | 45.0% | $288.41万 | 加仓 |
| AAPL | APPLE INC | $812.66万 | 2.47% | 32,021 | 5,318 | 19.9% | $134.97万 | 加仓 |
| GOOGL | ALPHABET INC | $801.92万 | 2.44% | 27,887 | 6,081 | 27.9% | $174.87万 | 加仓 |
| IGSB | ISHARES TR | $766.96万 | 2.33% | 145,921 | -785 | -0.5% | -$4.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $661.92万 | 2.01% | 11,077 | -414 | -3.6% | -$24.74万 | 减仓 |
| IEFA | ISHARES TR | $611.67万 | 1.86% | 67,566 | 206 | 0.3% | $1.86万 | 加仓 |
| ITA | ISHARES TR | $598.30万 | 1.82% | 27,351 | 525 | 2.0% | $11.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $568.50万 | 1.73% | 169,551 | 270 | 0.2% | $9,053 | 加仓 |
| NEM | NEWMONT CORP | $551.44万 | 1.68% | 50,941 | 2,193 | 4.5% | $23.74万 | 加仓 |
| WM | WASTE MGMT INC DEL | $546.32万 | 1.66% | 23,775 | 1,006 | 4.4% | $23.12万 | 加仓 |
| NTR | NUTRIEN LTD | $526.70万 | 1.60% | 69,293 | 3,380 | 5.1% | $25.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $494.71万 | 1.50% | 10,055 | -196 | -1.9% | -$9.64万 | 减仓 |
| XBI | SPDR SERIES TRUST | $475.59万 | 1.45% | 37,234 | 406 | 1.1% | $5.19万 | 加仓 |
| ECL | ECOLAB INC | $461.93万 | 1.40% | 17,317 | -35 | -0.2% | -$9,336 | 减仓 |
| OSCR | OSCAR HEALTH INC | $411.89万 | 1.25% | 359,106 | 21,703 | 6.4% | $24.89万 | 加仓 |
| PPL | PPL CORP | $405.05万 | 1.23% | 105,244 | 3,660 | 3.6% | $14.09万 | 加仓 |
| IVV | ISHARES TR | $403.55万 | 1.23% | 6,178 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $398.28万 | 1.21% | 27,574 | 789 | 2.9% | $11.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $396.42万 | 1.20% | 78,968 | 13,750 | 21.1% | $69.03万 | 加仓 |
| GDX | VANECK ETF TRUST | $379.32万 | 1.15% | 41,334 | -1,176 | -2.8% | -$10.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $373.18万 | 1.13% | 15,396 | 1,471 | 10.6% | $35.66万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $361.22万 | 1.10% | 11,942 | 3,292 | 38.1% | $99.58万 | 加仓 |
| NTRS | NORTHERN TR CORP | $355.93万 | 1.08% | 25,356 | 31 | 0.1% | $4,352 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $343.22万 | 1.04% | 304,545 | 710 | 0.2% | $8,002 | 加仓 |
| — | KRANESHARES TRUST | $340.23万 | 1.03% | 181,845 | -2,230 | -1.2% | -$4.17万 | 减仓 |
| UNP | UNION PAC CORP | $320.54万 | 0.97% | 13,211 | 550 | 4.3% | $13.34万 | 加仓 |
| GPC | GENUINE PARTS CO | $317.27万 | 0.96% | 29,705 | 1,850 | 6.6% | $19.76万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $289.68万 | 0.88% | 15,094 | 2,335 | 18.3% | $44.81万 | 加仓 |
| CCJ | CAMECO CORP | $283.53万 | 0.86% | 26,105 | 61 | 0.2% | $6,625 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $282.04万 | 0.86% | 28,852 | 2,090 | 7.8% | $20.43万 | 加仓 |
| MS | MORGAN STANLEY | $276.16万 | 0.84% | 16,781 | 4,834 | 40.5% | $79.55万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $253.15万 | 0.77% | 9,666 | 1,916 | 24.7% | $50.18万 | 加仓 |
| PULS | PGIM ETF TR | $251.87万 | 0.77% | 50,700 | 26,640 | 110.7% | $132.34万 | 加仓 |
| DHR | DANAHER CORP DEL | $250.36万 | 0.76% | 13,177 | 4,033 | 44.1% | $76.63万 | 加仓 |
| QCOM | QUALCOMM INC | $250.21万 | 0.76% | 19,429 | 4,227 | 27.8% | $54.44万 | 加仓 |
| VB | VANGUARD INDEX FDS | $223.39万 | 0.68% | 8,529 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $214.05万 | 0.65% | 18,400 | 1,500 | 8.9% | $17.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $208.95万 | 0.63% | 28,375 | -3,640 | -11.4% | -$26.80万 | 减仓 |
| AMGN | AMGEN INC | $202.31万 | 0.61% | 5,750 | 2,700 | 88.5% | $95.00万 | 加仓 |
| LLY | ELI LILLY & CO | $196.65万 | 0.60% | 2,138 | 460 | 27.4% | $42.31万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $194.88万 | 0.59% | 19,455 | 3,505 | 22.0% | $35.11万 | 加仓 |
| IWV | ISHARES TR | $193.16万 | 0.59% | 5,211 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $191.58万 | 0.58% | 24,691 | 9,900 | 66.9% | $76.81万 | 加仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $180.07万 | 0.55% | 216,430 | 216,430 | — | $180.07万 | 新建仓 |
| AMZN | AMAZON COM INC | $164.60万 | 0.50% | 7,903 | 2,511 | 46.6% | $52.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $161.31万 | 0.49% | 5,617 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $147.81万 | 0.45% | 24,900 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.47万 | 0.42% | 2,138 | -355 | -14.2% | -$23.16万 | 减仓 |
| MDT | MEDTRONIC PLC | $137.03万 | 0.42% | 15,684 | 7,404 | 89.4% | $64.69万 | 加仓 |
| — | NUVEEN NEW JERSEY | $136.72万 | 0.42% | 110,450 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $131.33万 | 0.40% | 1,318 | 725 | 122.3% | $72.24万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $128.42万 | 0.39% | 16,225 | 2,200 | 15.7% | $17.41万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $126.90万 | 0.39% | 9,691 | 486 | 5.3% | $6.36万 | 加仓 |
| EIX | EDISON INTL | $124.30万 | 0.38% | 16,985 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $120.24万 | 0.37% | 31,320 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $115.02万 | 0.35% | 25,887 | -1,700 | -6.2% | -$7.55万 | 减仓 |
| IJH | ISHARES TR | $113.18万 | 0.34% | 16,760 | -4,510 | -21.2% | -$30.46万 | 减仓 |
| SE | SEA LTD | $108.81万 | 0.33% | 13,140 | 5,275 | 67.1% | $43.68万 | 加仓 |
| SDY | SPDR SERIES TRUST | $106.39万 | 0.32% | 7,290 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $100.81万 | 0.31% | 4,800 | 1,200 | 33.3% | $25.20万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $100.01万 | 0.30% | 20,023 | 50 | 0.3% | $2,498 | 加仓 |
| KVUE | KENVUE INC | $93.77万 | 0.28% | 54,389 | -2,052 | -3.6% | -$3.54万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $92.91万 | 0.28% | 4,242 | 2,812 | 196.6% | $61.59万 | 加仓 |
| META | META PLATFORMS INC | $91.25万 | 0.28% | 1,595 | 46 | 3.0% | $2.63万 | 加仓 |
| INDA | ISHARES TR | $90.71万 | 0.28% | 19,366 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $90.23万 | 0.27% | 5,318 | -5 | -0.1% | -$848 | 减仓 |
| HD | HOME DEPOT INC | $89.00万 | 0.27% | 2,706 | 1,177 | 77.0% | $38.71万 | 加仓 |
| BCD | ABRDN ETFS | $88.39万 | 0.27% | 24,705 | 575 | 2.4% | $2.06万 | 加仓 |
| GLW | CORNING INC | $87.31万 | 0.27% | 6,421 | -349 | -5.2% | -$4.75万 | 减仓 |
| PEP | PEPSICO INC | $85.98万 | 0.26% | 5,537 | 3,005 | 118.7% | $46.66万 | 加仓 |
| SLV | ISHARES SILVER TR | $83.78万 | 0.25% | 12,295 | -770 | -5.9% | -$5.25万 | 减仓 |
| DVYE | ISHARES INC | $82.85万 | 0.25% | 24,097 | 306 | 1.3% | $1.05万 | 加仓 |
| — | ZEVIA PBC | $81.81万 | 0.25% | 699,189 | 699,189 | — | $81.81万 | 新建仓 |
| VSEC | VSE CORP | $81.41万 | 0.25% | 4,415 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $81.01万 | 0.25% | 6,687 | 45 | 0.7% | $5,451 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.52万 | 0.24% | 952 | 20 | 2.1% | $1.69万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $77.52万 | 0.24% | 1,065 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $71.88万 | 0.22% | 2,529 | -40 | -1.6% | -$1.14万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $71.35万 | 0.22% | 13,060 | 3,060 | 30.6% | $16.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $71.11万 | 0.22% | 9,069 | 289 | 3.3% | $2.27万 | 加仓 |
| BP | BP PLC | $70.32万 | 0.21% | 14,961 | 550 | 3.8% | $2.58万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $69.59万 | 0.21% | 2,171 | 2,171 | — | $69.59万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $67.18万 | 0.20% | 986 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $66.76万 | 0.20% | 5,644 | -53 | -0.9% | -$6,269 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $65.06万 | 0.20% | 24,496 | 460 | 1.9% | $1.22万 | 加仓 |
| NFLX | NETFLIX INC. | $64.66万 | 0.20% | 6,725 | -50 | -0.7% | -$4,808 | 减仓 |
| INTC | INTEL CORP | $64.15万 | 0.19% | 14,536 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $63.50万 | 0.19% | 7,450 | 1,725 | 30.1% | $14.70万 | 加仓 |
| DTH | WISDOMTREE TR | $61.68万 | 0.19% | 11,404 | 2,091 | 22.5% | $11.31万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $61.51万 | 0.19% | 1,782 | 35 | 2.0% | $1.21万 | 加仓 |
| GOOG | ALPHABET INC | $60.67万 | 0.18% | 2,115 | 300 | 16.5% | $8.61万 | 加仓 |
| PWR | QUANTA SVCS INC | $59.79万 | 0.18% | 1,089 | -197 | -15.3% | -$10.82万 | 减仓 |
| GLD | SPDR GOLD TR | $57.96万 | 0.18% | 1,347 | 62 | 4.8% | $2.67万 | 加仓 |
| BA | BOEING CO | $57.86万 | 0.18% | 2,907 | -28 | -1.0% | -$5,573 | 减仓 |
| FDX | FEDEX CORP | $57.22万 | 0.17% | 1,600 | 400 | 33.3% | $14.31万 | 加仓 |
| DHI | D R HORTON INC | $56.05万 | 0.17% | 4,085 | 2,315 | 130.8% | $31.77万 | 加仓 |